Retirement Benefit TPA

35 years of Retirement Benefit Plans

For the past 35 years, CDS has been administering retirement plans for our clients.  With passage of the Pension Protection Act in 2006, the world of defined benefit pension plans has never been more complex and challenging for our Trustees.  Whether we are administering these traditional defined benefit plans or defined contribution plans, our team remains focused on being an expert source of knowledge for our clients.

DEFINED BENEFIT (DB) PLANS

  • Contribution history record keeping
  • Eligibility management
  • Application processing
  • Inquiry management
  • Presentation of applications to Board of Trustees
  • Annual benefit statement
  • Annual death audits
  • PBGC premium filings
  • Qualified Domestic Relation Order (QDRO) processing
  • Customer service
  • Distribution of required notices and reports

DEFINED CONTRIBUTION (DC) PLANS

  • Annuity plans
  • Deferred compensation plans
  • Loan application processing
  • Loan billing services
  • Discrimination testing

TAX FILINGS

  • CDS will work with each Plan's auditor to ensure that all required tax and regulatory filings are complete